Method Community

Hi Kevin, Yes, through customization, portal users can preview shared QuickBooks Scheduled Reports within portal.  With regards to assigning reports, portal users cannot be assigned reports; only Method users can be assigned reports. However, as a workaround, you can assign a contact to a user and with some additional logic ...

Hi Kat, Yes, you are able to import custom fields. During the import process, you can specify to create a new field for a specific column. For example, if in the import file you have a header called ‘ContactRegion’, then during the import process, the import tool will allow you to create a new a field for ...

Hi Martin, As you mentioned, the estimate report displays the USD currency due to a script in the background. We reviewed similar older issues, and have come across a workaround to resolve the script issue. Please follow the steps below: Open report designer and copy the estimate report template. This is required because any ...

Hi rodsstuf,  Yes, you can start the case number at any specific number.  However, to do this, you will need to customize the stock Case screens & table. Currently, the case # is based off the Case table's RecordID. Therefore, to start a case at a specific number, you will need to add a new field in the table to store ...

Hi Martin, The currency symbol should change when the browser settings have been modified accordingly. However, I was able to replicate this issue and we are looking into it.  If you require an immediate workaround, please follow the below steps: Steps: 1. Open report designer, open the specific report ...

Hi Green Guard Services, Yes, you are able to customize the Lead Rating field to display specific drop down values. To do this, you will have to build a new Lead Rating screen based off the LeadRating table and add a grid to show the current values. Afterwards, you can use the Save All Sections and Delete Active ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved  - we’ve now released the latest and greatest changes to the activity screen which were released to QuickBooks Desktop users earlier this year. For more ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4045) - when a contact was selected from the contact dropdown list, the “phone” field was not being populated. This was caused by the phone value being entered ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#4237) - when attempting to click on the More actions > Choose email template button, the template preference screen was not being loaded. This now points to the ...

Thank you for the additional information, fmf7.   I have a few followup questions for you:   1. With respect to the "roles" for work orders: are you looking to add them to a work order simply as reference for that job or did you want to perform additional functions such as scheduling? This is important to know, as scheduling ...